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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,566 | $99,345-89.4% | $84,753-87.5% | $273,972-96.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 57.87% | 22.93%+34.9pp | 22.78%+35.1pp | 41.46%+16.4pp |
| Employer contribution / active EE | $5,013 | $4,214+19.0% | $3,574+40.2% | $4,869+3.0% |
| Participant deferral / active EE | $4,658 | $4,270+9.1% | $3,712+25.5% | $5,287-11.9% |
| Admin fee / account holder | $52 | $6,645-99.2% | $5,333-99.0% | $10,133-99.5% |